ADES deals with pollution control equipment and other services. They are also my largest holding
This is my first analysis on this site and sorry if it sounded unprofessional in any way. Please put your ideas and complaints in the comments and I will try to reply to anyone who has any questions.
So I'm not offering facts here, I'm hoping I can have a conversation to see if anyone understands this company differently, I'm hoping really some does, it's pretty difficult to search for any talk about this company.
I keep adding to average down. This was a great dividend stock, I'm trying to assess the future of it now though. I don't know if anyone has more info?
It sounds like to me in summary, they are transitioning away from coal, they make a consumable (ie: I'm considering this try of product like a subscription based, which means recurring revenue) product. But the coal industry is slowing down for them, so they are trying to diversify into water purification (or any other fields ideally).
They were doing 'okay' until they cut the dividend last week, showed losses, and the CEO did mic drop, and definitely presented uncertaintanity for the future. But anyone who does say anything about this company, is continuing to see it as a good opportunity. Does anyone feel that BK is in the cards? Growth from here? Rebound? Etc.